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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.27Last Year’s EPS
-0.24Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed a predominantly positive tone driven by strong adjusted EBITDA improvement, record quarter revenue (as-reported), a healthy cash balance, early ad-monetization upside from the Disney ad server migration, clear contractual levers (95%→99% wholesale fee) and multiple product/partner initiatives (ESPN integrations, segmented product bundles, planned AI Assistant). Notwithstanding these positives, there are near-term headwinds and execution risks: modest pro forma revenue growth (~1% YoY), a small year-over-year subscriber decline (~3.4%), seasonality that implies H2 deceleration and increased marketing spend, longer timelines to realize content-cost synergies, and comparability noise from prior-year litigation gains and one-time tax items. Taken together, the positives and structural tailwinds presented were judged to significantly outweigh the challenges discussed on the call.Company Guidance
Record Revenue and Strong Adjusted EBITDA
Q2 North America revenue was $1.566B (as-reported), up from $1.125B prior year (+39% as-reported). On a pro forma basis vs. prior year revenue of $1.556B, revenue grew ~1% year-over-year. Adjusted EBITDA for Q2 was $37.7M versus pro forma $1.4M in the prior year (increase of ~$36.3M; >25x improvement). Management called it the strongest Q2 in company history on an adjusted EBITDA basis.
Trailing-12-Month Adjusted EBITDA Milestone
Pro forma trailing 12-month adjusted EBITDA exceeded $100M, a material milestone supporting the company’s target of at least $300M in adjusted EBITDA by fiscal 2028.
Improved Profitability and Better Net Loss
Net loss for the quarter improved to $6.2M versus a reported net loss of $40.9M in the prior year period. EPS was a loss of $0.07 for the quarter. Management highlighted a $6.5M above-the-line tax benefit in the quarter (one-time).
Strong Cash Position and Liquidity Visibility
Cash, cash equivalents and restricted cash at quarter-end were $244M, and management expects to finish the fiscal year with more than $200M on the balance sheet.
Advertising Monetization Early Wins (Disney Ad Server)
Migration of Fubo inventory to Disney’s ad server began in February; management reported early improvements in CPMs and fill rates, with CPM improvement coming faster than expected. Full migration expected by year-end and Fubo ad ARPU expected to converge with Hulu Live afterward.
Business Combination Benefits & Contractual Upside
First full quarter as a combined company with Hulu + Live TV; contractual wholesale fee at 95% in 2026 scaling to 99% by 2028 provides strong earnings visibility. Company expects pro forma adjusted EBITDA of $80M–$100M for fiscal 2026 and positive free cash flow in fiscal 2027 and 2028.
Product, Content and Distribution Initiatives
Launched Hulu + Live TV Español and Fubo Latino to better segment customers (price points as low as $9.99 for Latino package; Hulu Español around $30). Aggregated storefront now offers Fubo and Hulu + Live TV portfolios. ESPN integrations (Where to Watch linkouts and reseller e-commerce for Fubo Sports) expected to create new acquisition channels; ESPN reseller launch expected H1 2027.
AI and Tech Investment Roadmap
Announced planned launch of an AI conversational feature (AI Assistant) this fall to search DVR content and drive engagement; company reports ~35% of code development now leveraging AI and ~200 employees using AI tools to improve productivity.
Local Sports/Rights Wins and Retention Performance
Management added multiple RSN/local baseball teams (cited ~14 teams plus Dodgers, Braves, Mets) ahead of MLB season and said they have successfully navigated the loss of NBCU with minimal incremental churn and strong reactivations during baseball season.
FUBO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FUBO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $12.40 | $10.43 | -15.89% |
Feb 03, 2026 | $27.24 | $21.24 | -22.03% |
Nov 03, 2025 | $45.36 | $41.52 | -8.47% |
Aug 08, 2025 | $44.40 | $44.16 | -0.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Fubotv Inc. (FUBO) report earnings?
Fubotv Inc. (FUBO) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Fubotv Inc. (FUBO) earnings time?
Fubotv Inc. (FUBO) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FUBO EPS forecast?
FUBO EPS forecast for the fiscal quarter 2026 (Q3) is -0.27.
